The Private Investment Management program is a personalized, diversified privately managed account dedicated to the prudent growth of your capital. You own the individual securities in your portfolio, rather than units in a fund. Your account is invested based on a model percentage allocation appropriate for your risk tolerance, time horizon and investment objectives.
The Complete Canaccord Investment Counseling Program gives you access to institutional style money management from world-class portfolio managers with diverse styles and investment mandates.
Complete Canaccord ETF Portfolios are designed to provide consistent, value-added investment returns through various economic and market conditions.
Complete Canaccord Fee-Based Accounts give you access to an investment strategy to protect and grow your wealth for a single asset-based fee.
Investment consulting services are part of our Complete Canaccord service offering, which provides you with comprehensive planning in 10 key areas.